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Posted by
Two Blokes Jul 11 -
Filed in
Stock
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Navitas is the unlikely beneficiary of the new 50% US copper tariff; its gallium nitride tech is set to reduce copper usage in data centers. The Nvidia collaboration is a major long-term catalyst; it carries a $450M pipeline that could drive significant revenue and margin expansion by FY2026. Navitas has shown improved financial discipline, reducing cash burn, and GaN can deliver high gross margins amid a new demand and possible future licensing deals.
